FAM
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Family Asset Management’s United Parcel Service UPS Stock Holding History

Family Asset Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$870K Hold
6,379
– – 0.52% 47
2024
Q2 		$873K Buy
6,379
+75
+1% +$10.7K 0.56% 41
2024
Q1 		$937K Hold
6,304
– – 0.58% 43
2023
Q4 		$991K Sell
6,304
-308
-5% -$46.6K 0.66% 39
2023
Q3 		$1.03M Hold
6,612
– – 0.76% 35
2023
Q2 		$1.19M Hold
6,612
– – 0.8% 28
2023
Q1 		$1.28M Buy
+6,612
New +$1.21M 0.94% 29

Other funds holding UPS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Family Asset Management's UPS Position: Q3 2024 in Review

Family Asset Management held its United Parcel Service (UPS) position steady in Q3 2024 at 6,379 shares worth $870K. The position accounts for 0.52% of the portfolio, ranked #47.

Family Asset Management first reported a position in UPS in Q1 2023 and has held it in 7 quarters since. The position peaked at $1.28M in Q1 2023. 2,160 funds tracked by Wall St. Rank hold UPS as of Q3 2024.

  • Family Asset Management held 6,379 shares of United Parcel Service worth $870K as of Q3 2024.
  • Family Asset Management left its United Parcel Service share count unchanged in Q3 2024.
  • United Parcel Service made up 0.52% of Family Asset Management's portfolio in Q3 2024, its #47 holding.
  • Family Asset Management first reported a position in United Parcel Service in Q1 2023 and has held it in 7 quarters since.
  • Family Asset Management's United Parcel Service position peaked at $1.28M in Q1 2023.
  • 2,160 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.